Supply Chain – The News Desk

Western Anxiety About Chinese EVs Could Prove Self-Defeating

1Jan

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World

Western Anxiety About Chinese EVs Could Prove Self-Defeating

Updated Jan. 1, 2024 12:06 am ETChina hawks have the upper hand in the political battle over electric vehicles. They should be wary of overplaying it.The rules for getting a tax credit on EV purchases in the U.S. changed recently. One difference will help stimulate sales: The credit, worth up to $7,500, is now available at the point of sale rather than at the end of the tax year, meaning it can be used as part of a down payment. Other changes will have the opposite effect. Among new sourcing requirements designed to foster a North American supply chain, battery components manufactured in China, the world’s largest supplier, now make models ineligible.Copyright ©2024 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

1Jan

By adminNo Comments

Money

Western Anxiety About Chinese EVs Could Prove Self-Defeating

Updated Jan. 1, 2024 12:06 am ETChina hawks have the upper hand in the political battle over electric vehicles. They should be wary of overplaying it.The rules for getting a tax credit on EV purchases in the U.S. changed recently. One difference will help stimulate sales: The credit, worth up to $7,500, is now available at the point of sale rather than at the end of the tax year, meaning it can be used as part of a down payment. Other changes will have the opposite effect. Among new sourcing requirements designed to foster a North American supply chain, battery components manufactured in China, the world’s largest supplier, now make models ineligible.Copyright ©2024 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

Why Every Western Automaker Is Visiting This Remote Part of South Africa

30Dec

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World

Why Every Western Automaker Is Visiting This Remote Part of South Africa

Updated Dec. 30, 2023 12:11 am ETListen to article(2 minutes)MBOMBELA, South Africa—A half-century-old company on the outskirts of South Africa’s Kruger National Park has found itself in a fortuitous spot as Western automakers push to move their electric-vehicle supply chains away from China.Manganese Metal Co., based in the sleepy town of Mbombela, is the largest of just a handful of refiners of battery-grade manganese located outside China. Used mostly for making steel, manganese is increasingly replacing more expensive and harder-to-source minerals such as cobalt and nickel in the lithium-ion batteries that power electric cars, smartphones and laptops.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

27Dec

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Money

The Chip Wars Are Metastasizing

It’s getting harder—both technically and financially—to make semiconductor chips smaller. The fight for chip tech supremacy has begun to migrate into a new area: how to package chips together to achieve better performance.The rise of artificial intelligence will further boost demand for advanced packaging technologies—and create openings for challengers such as China to compensate for weaknesses in other parts of the supply chain.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

China Imposes Sanctions on U.S. Data Firm

27Dec

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World

China Imposes Sanctions on U.S. Data Firm

Updated Dec. 26, 2023 9:28 pm ETChina’s government hit back at U.S. criticism of its human-rights record on Tuesday by imposing sanctions on a Los Angeles firm and two analysts involved in scouring the country’s supply chain for abuses.Beijing said the actions under its Anti-Foreign Sanctions Law will be applied to Kharon, a research and data analytics firm, in response to its work monitoring Xinjiang, a far western region of China where the U.S. government, Western media and independent researchers have documented human-rights abuses against ethnic minorities, including primarily Muslim Uyghurs.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

U.S. Companies Are Finding It Hard to Avoid China

12Dec

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World

U.S. Companies Are Finding It Hard to Avoid China

Dec. 11, 2023 11:00 pm ETHONG KONG—American companies, under heavy pressure to reduce their exposure to China, are increasingly turning to factories in places such as Vietnam, Indonesia and Mexico.Many are finding it hard to avoid China, however. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

Apple Aims to Make a Quarter of the World’s iPhones in India

8Dec

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World

Apple Aims to Make a Quarter of the World’s iPhones in India

Updated Dec. 8, 2023 12:01 am ETApple and its suppliers aim to build more than 50 million iPhones in India annually within the next two to three years, with additional tens of millions of units planned after that, according to people involved.If the plans are achieved, India would account for a quarter of global iPhone production and take further share toward the end of the decade. China will remain the largest iPhone producer.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

8Dec

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Technology

Apple Aims to Make a Quarter of the World’s iPhones in India

Apple and its suppliers aim to build more than 50 million iPhones in India annually within the next two to three years, with additional tens of millions of units planned after that, according to people involved.If the plans are achieved, India would account for a quarter of global iPhone production and take further share toward the end of the decade. China will remain the largest iPhone producer.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

U.S. Shift on Global Tech Rules Jeopardizes Effort to Counter China

13Nov

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World

U.S. Shift on Global Tech Rules Jeopardizes Effort to Counter China

WASHINGTON—The Biden administration’s abrupt shift on global technology rules has weakened a critical Asia trade agreement that was intended to help counter China’s growing clout in the region.Rules facilitating digital trade, including the cross-border transfer of data on customers and supply chains, were expected to be a centerpiece of what is called the Indo-Pacific Economic Framework, or IPEF, a U.S.-led group of 14 nations. But the U.S. recently withdrew its support for those provisions, a decision that cut against the desires of some Asian allies who see common rules governing business data as a cornerstone building block for economic cooperation.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

Airbus Sticks to Delivery Target Despite Supply-Chain Challenges

8Nov

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World

Airbus Sticks to Delivery Target Despite Supply-Chain Challenges

Airbus posted higher revenue and earnings for the third quarter and backed its guidance for the year, sticking to plans to deliver 720 commercial planes despite lingering supply-chain snags that are making it harder to procure some spare parts and raw materials.Write to Mauro Orru at mauro.orru@wsj.comCopyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8